Estate Planning Council of Polk County Dinner Meeting
Please join our panel made up of local professionals as they provide a recap on the 53rd Annual Heckerling Institute on Estate Planning Conference.
The Heckerling Institute on Estate Planning is the leading educational conference for all members of the estate planning team, including attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and nonprofit advisors.
Please RSVP your attendance so that we can properly prepare.
5:30 pm - Networking (Cash Bar)
6:00 pm - Dinner and Program
OUR PANEL:
Sandra Sheets, Attorney
Shareholder in the Lakeland Office
Gray Robinson Attorneys at Law
Sandy practices in estate and tax planning, estate and trust administration, with an emphasis on business succession planning involving closely held businesses. She handles dispute resolution matters involving fiduciaries and beneficiaries.
She received her Bachelors degree, summa cum laude from the University of Maryland in 1983 and her Juris Doctor degree from the George Washington University in 1987.
Mandy Sanders, CPA
Signing Director
CLA Lakeland
Mandy has over 18 years of experience in public accounting concentrating in the areas of estate, gift and trust taxation.
She has a BS of Business Administration from Webber International University and MS of Business Administration from Florida Southern College
Craig A. Mundy, Attorney and CPA
Craig A. Mundy, P.A. Attorneys at Law
Craig began his legal career in 1991 provides expertise in Estate Planning and Probate Law.
He earned his Bachelor of Science degree, cum laude from Florida State University in 1986, was certified as a CPA in 89 and obtained his Juris Doctor from Florida State in 1991.
